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Engaging Perspectives

Transforming Banking through Technology and Visionary Thinking

Strategy (2)

Bank Trust

3 min read

The Branch Is Banking’s Trust Epicenter

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AI in Finances

2 min read

When Finance Becomes Delegated, Relationships Become Portable

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Deposits

2 min read

Deposits Just Became a Daily Decision

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Soft Switching

5 min read

The Account Is Open. But Is It Primary?

Banks and credit unions have a quiet problem. The checking account is still open and the customer or member is still on the books. From a distance,...

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Deposit Modernization

1 min read

Deposit Modernization Starts With Behavior, Not Products

When boards ask me whether they should modernize deposit products, I try to reframe the question. Checking, savings, money markets, and CDs have...

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